NMF makes it easy for you to invest. Simply follow these three steps and be on your way to investment success.
Step 1: Self- Assessment
The investor should ask himself/herself the following questions before considering an investment:
- Know your investment objective
Are you saving for your children’s studies, for your retirement, or simply to grow your wealth? - Know your risk-return expectations
What is your level of risk tolerance and are you prepared to accept short term fluctuations in the value of your wealth?
Investors should note that higher potential returns are associated with higher risks. - Know your investment horizon
For how long can you put aside your money for investment?
Investment in unit trusts should preferably be held for the medium to long-term (at least 3 years). - Know your level of investment experience
Are you new to or very experienced in stock investments?
Investors, who have little or no experience in placing their investments on the stock market, can benefit from the professional management of their funds by investing in unit trusts.
Step 2: Fund Selection
Once investors have assessed their financial goals, investment time frame, level of experience and risk tolerance, they should select the fund that best suits their investment needs.
Step 3: Investing
Investing in NMF funds begins by opening an account. All you have to do is to visit our Office where our qualified personnel will guide you through the process.
You should bring with you the completed Investment Application Form, a copy of your ID card or passport, a copy of your latest proof of address and your initial investment amount.
Your investment will be made once all the required documents and the payment have been received.
Download Investment Application Form
HOW IT WORKS?
The units will be allocated at the issue price prevailing on the next valuation, following receipt of investment amount.
As a matter of fact, the valuation is done every Wednesday for NMF General Fund and on the second Monday of each month for NMF Property Trust.
A contract note will then be issued within one week of the date of the transaction.
WHAT IF I NEED TO SELL MY UNITS?
A unit holder may request the Fund to purchase back his/her units by submitting a completed and signed Repurchase Form, and a copy of your ID card.
In case of joint accounts, both parties should sign the Repurchase Form.
The Fund is under the obligation to repurchase the units at the repurchase price (including the exit fee of 1%) prevailing on the next valuation day following receipt of your request. Cheques are available for collection within a maximum of five working days of the valuation date when the transaction has been made.
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